MH
MH

Michael Hinerdeer

16 Years of Experience

Michael Hinerdeer is a registered investment advisor at Rkl Private Wealth, based in Lancaster, PA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,088 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,088 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$20,000

RKL Wealth charges a fee based on the total value of your investments, not to exceed 1.25% per year. This fee is billed quarterly. The specific fee may be lower depending on the size of your account, your circumstances, or a negotiated rate. There is a $20,000 minimum annual fee, applied quarterly as $5,000. This minimum fee may be waived or reduced at RKL Wealth's discretion.

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Location

1800 Fruitville Pike, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rkl Private Wealth
April 2009 - Present · 17 yrs
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.